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Morgan Stanley logo
Morgan StanleyPurchase, New York
WM Platforms Portfolio Management LeadCompany Profile:Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Department Overview:The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out.The Portfolio Management & Governance Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives.Job OverviewAs part of the PMG team, this individual will provide program oversight and support across the platform portfolio and for select initiatives across critical WM platforms. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients.Principal Responsibilities> Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget> Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership> Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy> Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy> Assist in the development of the target operating, service, and support models> Support Engagement & Adoption strategy, and provide support for pilot and business launch> Maintain strong partnerships with teams across the business and technology teams to drive successful execution> Provide transparency to stakeholders into progress towards goals, including leading governance Desired Skills> Organizational Change Leadership: experience leading through transitions and providing thought leadership on opportunities and risk mitigation> People Leadership: manage a team juggling multiple priorities in a matrixed operating environment> Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately> Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance> Problem solving and consensus-building skills> Strong presentation skills, including ability to create PowerPoint presentations for various levels of management> Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall)> Ability to organize and prioritize work> Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making> Strong organizational skills with a high attention to detail> Independent self-starter who can manage multiple activities to aggressive deadlines> Strong time management skills and ability to drive projects to completion within budget> Eagerness to learn the business and understand technical requirements> Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams> BS/BA degree required> Minimum of 12 years of professional experience in project management, product management or technology> Experience in the financial services industry, Wealth Management, or consulting> Agile training a plus, but not required Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between $175,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 day ago

S logo
SWJ TECHNOLOGY, LLCMontgomery, AL
SWJ Technologie specializes in providing engineering, planning, and project management services across various industries. We are currently seeking a Specialist - Purchasing Management (Project Management) for a client in the automotive industry, specializing in vehicle manufacturing. This is a direct hire role based in Montgomery, AL that requires onsite presence. If you’re eager to grow your career and make a meaningful impact on exciting projects, we look forward to your application. PURPOSE: Responsible for project management activities relating to support of the Procurement and Purchasing Division in an automotive manufacturing environment. RESPONSIBILITIES: Track, measure, and report to ensure timeliness of the vehicle development project status from concept phase through mass production. Manage development schedule roadmap, including milestone planning. Communicate deliverables to cross functional teams to align goals and development schedules. Participate in development reviews and log risks, issues, and contingency plans. Track investment cost, part supply, and quality issues throughout development cycle. Create project and development status report. Maintain up-to-date development part list information database. Explore available methodologies and implement best practices related to project management. Schedule and coordinate 5-star audit process. Analyze 3M quality claim information and in-plant quality issues tailored to the Purchasing Division. Review vehicle short and midterm volume target and lead feasibility study. Collect and evaluate SUB KD and high-risk part inventory status. Support purchasing management team data request gathering, summary, and reporting as needed. Administer, coordinate, and comply with all Business Management System (BMS), Environmental Management System (EMS), and Safety Management System (SMS) requirements. Meet all other requirements as assigned. QUALIFICATIONS: Bachelor’s degree or equivalent preferred 0 – 10 years job related experience preferred REQUIRED SKILLS: MS Excel, PowerPoint, Word SAP preferred Excellent project management and interpersonal skills Proficient knowledge about automotive component supply chain quality control and manufacturing processes Excellent oral and written communication skills PHYSICAL REQUIREMENTS: Work is normally performed in an office, laboratory, manufacturing floor, or machine shop setting where physical work includes, but is not limited to sitting, standing, reaching, kneeling, bending, and lifting up to 25 lbs. Must be able to understand and comply with all relevant safety practices. FLSA STATUS/WORKING SCHEDULE : Location: Montgomery, AL Schedule: Day shift, 40h/w Overtime: if needed Travel: Position may require occasional travel (domestic or foreign) Assignment Start: ASAP DISCLAIMER: This job description is a high-level overview of general expectations of this position. It is not intended to list every responsibility of the position, nor does it represent an employment contract of any kind. SWJ TECHNOLOGY and all of its subsidiaries (i.e., NGE EQUIPMENT and ProjectOne US) are Equal Opportunity Employers and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender, disability status, protected veteran status, or any other characteristic protected by law. Powered by JazzHR

Posted 30+ days ago

Sun Life logo
Sun LifeWellesley, Massachusetts
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset . As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Senior Director, Asset Management Compensation- SLC Management What is in it for you: We are seeking a highly analytical and strategic Senior Director, Asset Management Compensation to join our dynamic team. This is a high-visibility role responsible for managing special, enterprise-wide compensation projects across the SLC platform. The ideal candidate will be an expert in financial modeling and data analytics, with a proven ability to translate complex information into compelling, executive-ready presentations for senior leadership and the Board of Directors. Partners across HR functions, with our Sun Life and SLC business partners and external vendors, to develop, implement and administer innovative, business-oriented solutions with measurable outcomes that optimize our financial investment and deliver a modern, compelling, and integrated rewards experience for each employee at moments that matter. Stays current in external trends, including technology and analytics/ measurement advances and industry trends. What you will do: Champions SLC’s compensation philosophy and partners across HR and the business to ensure compensation programs are designed and delivered in alignment with business and HR objectives. Manage special enterprise-wide compensation projects across the SLC investment management platform, from conception through implementation. Build strong relationships with HR Business Partners and Business Leaders. Provides consultation and partnership to identify needs and priorities. This may include conducting market research, internal analysis, establishing design principles, building design alternatives, outlining implications through modeling, determining employee and cost impacts, and creating communication and transition plans. Own the preparation and delivery of quarter-end and annual board deliverables, ensuring all materials are accurate, insightful, and professionally presented. Design and create compelling, executive-ready presentations for the CHRO, CEO, and Compensation Committee, clearly articulating findings and strategic recommendations. Develop and maintain sophisticated compensation models using advanced Excel techniques. Conduct deep-dive analytics on compensation trends, market data, and program effectiveness to provide data-driven recommendations. Operational Analytics & Reporting: Delivers analysis and reporting that consistently identifies actionable opportunities to drive incremental efficiency and/or growth for our business partners Influences strategic decision making and initiative prioritization through analysis-based recommendations. Business Intelligence & Data: Takes data from its raw form and makes it actionable through self-service datasets, reports, and visualizations. Shortens the time and effort from data —> insight —> decision Provides support for SLC compensation related deliverables such as the annual compensation cycle, market benchmarking, salary and incentive structure design, compensation recommendations, job evaluation etc. Monitors external developments and trends impacting employee reward programs and proactively identifies strategies and tactics to respond. Works collaboratively with HR and Communications teams to develop and implement effective communication and change management plans to enhance the employee experience and perceived value of our programs. What you will need to succeed: Bachelor’s degree and 8 to 10 years of relevant experience required. CCP or CBP designation preferred. Strong knowledge of compensation practices and theory including experience in incentive program design. Solid knowledge and understanding of HR programs and connections. Excellent interpersonal and consulting skills. Proven ability to build effective partnerships within HR and with business leaders in order to effectively collaborate and recommend compensation solutions that solve business problems. Strong communication including the ability to effectively communicate complex concepts in simple terms to various audiences. Strong project management and planning skills, including the ability to lead, plan, organize and resource complex assignments. Advanced Excel skills and spreadsheet analysis. Strong Power Point skills with the ability to build audience-specific presentations. Exceptional analytical, problem solving and financial modeling skills, with an eye for detail and accuracy Knowledge of data visualization tools such as Tableau or Power BI is a plus but not required. Ability to organize and accomplish objectives independently and proactively. Ability to deal with ambiguity and develop a course of action. Mindset Innovative - Passion to challenge the status quo, find new solutions and drive out-of-the-box ideas. Encourages an experimental mindset to drive innovation. Exemplifies Agile Scrum Culture- Believes in a non-hierarchical culture of collaboration, transparency, safety, and trust. Empowers others to fail, learn, and grow. Data-Driven Decision Making – Embraces a culture of using data to inform decisions and strategies, leveraging advanced analytics and visualization tools to extract meaningful insights. Continuous Improvement Orientation – Constantly assessing ‘What’ work we deliver and ‘How’ we are delivering the work by asking questions ‘Are we working on the right priorities?’ ‘Do we need to do this work?’, ‘Could we do this work more effectively (using different processes & tools, in a shorter timeframe, etc.) For US applicants the base salary range is $168.2k - $252.3k USD. For Canadian applicants the base salary range is $123.1 - $172.3 CAD Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Human Resources We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com . We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice .

Posted 5 days ago

Utica National Insurance Group logo
Utica National Insurance GroupDuluth, GA
The Company: At Utica National Insurance Group, our 1,300 employees nationwide live our corporate promise every day: to make people feel secure, appreciated, and respected. We are an "A" rated, $1.7B award-winning, nationally recognized property & casualty insurance carrier. Headquartered in Central New York, we operate across the Eastern half of the United States, with major office locations in New Hartford, New York and Charlotte, and regional offices in Boston, New York City, Atlanta, Dallas, Columbus, Richmond, and Chicago. What you will do: We are seeking a highly skilled and experienced Risk Management Specialist to join our team. As a Risk Management Senior Casualty Specialist, you will be responsible for utilizing your subject matter expertise (SME) to advance the risk assessment skills and capabilities of our team within employee and fleet/vehicle safety areas. You will also play a crucial role in developing and delivering staff training programs and conducting quality assurance (QA) reviews specific to SME areas. In addition, you will partner and collaborate with our underwriting and claims teams in efforts to reduce losses. Provide technical expertise and assistance to internal UN and external customers within SME technical specialty Advance RMS staff understanding of coverages, risk exposure assessment techniques and desired risk control programs within SME specialty area. Provide technical consultation and assistance to Risk Management staff within SME area. Develop/update RMS assessment report and guide for designated specialty area Develop and deliver SME specific training seminars for risk management within specialty area for internal and/or external customers. Conduct larger, special and higher hazard risk assessment surveys and reports within specialty area. Service and/or coordinate service delivery for largest accounts within specialty area if applicable Stay current with SME specific technical topics and develop and or select new SME RM services for clients. Conduct quality assurance report reviews for the department on accounts based on individual LOB criteria. Review, analyze and monitor loss activity and trends (macro across book) and share loss findings, trends and loss lessons with internal and external stakeholders Conduct large loss reviews to determine and share loss lessons Collaborate with underwriting on specific LOB projects, initiatives and special projects. Collaborate with UW and marketing in driving greater broker and client understanding of RMS products and services via: prospective sales/agency meetings, external webinars and participation and presenting at select industry conferences. Participate in industry conferences and/or specific business segment groups and initiatives Develop and deliver external webinar or RMS communications within SME area Participate in prospective sales/agency meetings Participate in regional/national SME specific associations and groups to stay current on latest technical information. Collaborate with RMS AVP and Marketing on development and/or update of SME specific Risk Management Advisories. Identify and vet RMS products and service offerings for customers within SME area. Develop RMS service tools and products for insureds Identify and address emerging risks within technical segment Collaborate with marketing, legal and communications on RMS materials and seminars as needed Additional Responsibilities: Special projects as assigned or needed Participate in professional and community safety activities. Assist in mentoring and developing Risk Management staff in risk services. Maintain good communications with other departments, policyholders and producers. Performs other duties as assigned. Conforms with all corporate policies and procedures. What you will need: Education: Bachelor's Degree preferred OR Master's Degree preferred. Experience: 10 years- At least 5 years of experience in the Risk Management or Loss Control profession; including extensive experience in fleet/vehicle and employee safety risk control programs. Significant technical expertise and experience preferred. Salary: $95,100-$142,700 The final salary to be paid and position within the internal salary range is reflective of the employee's work experience, their geographic location, education, certification(s), scope and responsibilities in the role, and additional qualifications. Benefits: We believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. We offer a Comprehensive Benefits Plan for full time employees that include the following: Medical and Prescription Drug Benefit Dental Benefit Vision Benefit Life Insurance and Disability Benefits 401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results) Health Savings Account (HSA) Flexible Spending Accounts Tuition Assistance, Training, and Professional Designations Company-Paid Family Leave Adoption/Surrogacy Assistance Benefit Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance Student Loan Refinancing Services Care.com Membership with Back-up Care, Senior Solutions Business Travel Accident Insurance Matching Gifts program Paid Volunteer Day Employee Referral Award Program Wellness programs Additional Information: This position is a full time salaried, exempt (non overtime eligible) position As part of our hiring process, candidates who have accepted a formal offer must be willing to undergo a comprehensive background check and drug screen; additional screening for credit or MVR may be required for some positions. Utica National is an Equal Opportunity Employer. Apply now and find out what it's like to be a part of an amazing team, thrive in an exciting environment and work for a company you can be proud of. Once you complete your application, you can monitor your status in the hiring process by logging into your profile. A representative from our Talent Acquisition team will be in touch regarding any change in your candidacy. #LI-LH1

Posted 30+ days ago

Morgan Stanley logo
Morgan StanleySan Francisco, CA
Job Description POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team's Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Bilingual - Fluency in Mandarin Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

MassMutual Financial Group logo
MassMutual Financial GroupSpringfield, MA
Business Systems Analyst - Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? MassMutual assists millions in achieving financial freedom, providing protection and future planning. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual. The Opportunity This position is required to provide subject matter expertise for Market and Credit Risk related applications including Portfolio Asset Liability Management system. Recognized as subject matter expert in business analysis field. Has responsibility for instructing, directing, and checking the work of other Business Analysts. Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements. Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results. Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements. Consider the business implications of the application of technology to the current and future business environment. Act as a team leader for complex projects. The Team You will be joining MassMutual's Investment Management Technology team. Our mission is to build reliable automation solutions for the Quant Research and Development business team. You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience. The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual's Investment Management Unit. This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards. This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams. It requires a deep and broad technology background conducive to that found in a "master application developer" but this is not a development position but will participate and guide technology decisions and best practices. It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain. Perform analysis of business process, procedures, data and rules Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization Proven technical leadership and mentoring skills Strong knowledge of the investment management industry, asset liability management, and risk management across multiple asset classes, public and private, including derivatives Candidates must combine an attention to detail with the ability to see the big picture Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization Proficient with standard documentation tools (Visio, Excel, Word) Capable of applying knowledge to handle all but the most complex problems independently Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications Bachelor's degree 8+ years of experience with designing and implementing complex solutions 5+ years of investment data experience with an understanding of systems and data management 5+ years of experience with investment management systems (from front office to middle office, to back office) 5+ years of data analysis experience working with large data sets and multiple sources of data The Ideal Qualifications Technical Skills Expert user of excel and proficient with SQL/Oracle query tools Ability to apply technical and business knowledge across multiple business functions Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product Skilled in interacting between internal business partners, internal IT teams, and offshore partners Ability to effectively estimate time to complete design and development tasks Influence design & architecture inclusive of technical (non-functional) requirements Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal) Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications Ability to quickly learn new technologies and platforms Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills Self-managed and motivated individual with strong leadership skills. Excellent written, oral and presentation skills. Works with minimal oversight and proactively communicates status and risks to project leadership. Ability to work well in a team environment. #LI-RK1 Salary Range: $121,800.00-$159,800.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Posted 30+ days ago

Sun Life Financial logo
Sun Life FinancialNew York, NY
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Senior Director, Asset Management Compensation- SLC Management What is in it for you: We are seeking a highly analytical and strategic Senior Director, Asset Management Compensation to join our dynamic team. This is a high-visibility role responsible for managing special, enterprise-wide compensation projects across the SLC platform. The ideal candidate will be an expert in financial modeling and data analytics, with a proven ability to translate complex information into compelling, executive-ready presentations for senior leadership and the Board of Directors. Partners across HR functions, with our Sun Life and SLC business partners and external vendors, to develop, implement and administer innovative, business-oriented solutions with measurable outcomes that optimize our financial investment and deliver a modern, compelling, and integrated rewards experience for each employee at moments that matter. Stays current in external trends, including technology and analytics/ measurement advances and industry trends. What you will do: Champions SLC's compensation philosophy and partners across HR and the business to ensure compensation programs are designed and delivered in alignment with business and HR objectives. Manage special enterprise-wide compensation projects across the SLC investment management platform, from conception through implementation. Build strong relationships with HR Business Partners and Business Leaders. Provides consultation and partnership to identify needs and priorities. This may include conducting market research, internal analysis, establishing design principles, building design alternatives, outlining implications through modeling, determining employee and cost impacts, and creating communication and transition plans. Own the preparation and delivery of quarter-end and annual board deliverables, ensuring all materials are accurate, insightful, and professionally presented. Design and create compelling, executive-ready presentations for the CHRO, CEO, and Compensation Committee, clearly articulating findings and strategic recommendations. Develop and maintain sophisticated compensation models using advanced Excel techniques. Conduct deep-dive analytics on compensation trends, market data, and program effectiveness to provide data-driven recommendations. Operational Analytics & Reporting: Delivers analysis and reporting that consistently identifies actionable opportunities to drive incremental efficiency and/or growth for our business partners Influences strategic decision making and initiative prioritization through analysis-based recommendations. Business Intelligence & Data: Takes data from its raw form and makes it actionable through self-service datasets, reports, and visualizations. Shortens the time and effort from data -> insight -> decision Provides support for SLC compensation related deliverables such as the annual compensation cycle, market benchmarking, salary and incentive structure design, compensation recommendations, job evaluation etc. Monitors external developments and trends impacting employee reward programs and proactively identifies strategies and tactics to respond. Works collaboratively with HR and Communications teams to develop and implement effective communication and change management plans to enhance the employee experience and perceived value of our programs. What you will need to succeed: Bachelor's degree and 8 to 10 years of relevant experience required. CCP or CBP designation preferred. Strong knowledge of compensation practices and theory including experience in incentive program design. Solid knowledge and understanding of HR programs and connections. Excellent interpersonal and consulting skills. Proven ability to build effective partnerships within HR and with business leaders in order to effectively collaborate and recommend compensation solutions that solve business problems. Strong communication including the ability to effectively communicate complex concepts in simple terms to various audiences. Strong project management and planning skills, including the ability to lead, plan, organize and resource complex assignments. Advanced Excel skills and spreadsheet analysis. Strong Power Point skills with the ability to build audience-specific presentations. Exceptional analytical, problem solving and financial modeling skills, with an eye for detail and accuracy Knowledge of data visualization tools such as Tableau or Power BI is a plus but not required. Ability to organize and accomplish objectives independently and proactively. Ability to deal with ambiguity and develop a course of action. Mindset Innovative- Passion to challenge the status quo, find new solutions and drive out-of-the-box ideas. Encourages an experimental mindset to drive innovation. Exemplifies Agile Scrum Culture- Believes in a non-hierarchical culture of collaboration, transparency, safety, and trust. Empowers others to fail, learn, and grow. Data-Driven Decision Making- Embraces a culture of using data to inform decisions and strategies, leveraging advanced analytics and visualization tools to extract meaningful insights. Continuous Improvement Orientation- Constantly assessing 'What' work we deliver and 'How' we are delivering the work by asking questions 'Are we working on the right priorities?' 'Do we need to do this work?', 'Could we do this work more effectively (using different processes & tools, in a shorter timeframe, etc.) For US applicants the base salary range is $168.2k - $252.3k USD. For Canadian applicants the base salary range is $123.1 - $172.3 CAD Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture- Great Place to Work Certified in Canada and the U.S., "Best Places to Work in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Human Resources We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice.

Posted 3 weeks ago

Ciconix logo
CiconixFalls Church, Virginia
Description Clinical Nurse, Medical Management/Utilization Management Upcoming program - help shape healthcare for the military! The program supports the Healthcare Operations (HCO) Directorate, including TRICARE Health Plan (THP), Clinical Services, and related staff. It covers services for the management of THP programs, the Military Health System (MHS) health plan, TRICARE purchased health care services, human resources programs, and the operations of the HCO, THP Overseas Program, and the THP Front Office. The goal is to ensure the successful execution of the THP enterprise's missions and functions. Responsibilities: Provide expertise for all aspects of Utilization Management (UM) and Medical Management (MM), Disease Management (DM) and Records Management (RM) for performance of care delivered primarily for the MCSC and the six US Family Health Plan (USFHP) designated providers. At a minimum provide the following subtasks: Conduct overarching planning to support operations and TRICARE policy implementation. Provide advisory input to the government in the areas of MM, DM, RM, and UM, specifically, the authorization process, focused reviews, concurrent and retrospective reviews, and appeals. Collaborate with the Managed Care Support Contractors and USFHP Clinical Quality Management Nurse Consultant to perform clinical assessment site visits for UM/MM. Provides advisory consultative services to the MCSCs and USFHP designated provider facilities regarding the contractor’s UM/MM program plan and activities. Serve as the primary point of contact and liaison to and between the MCSCs, Designated Providers and DHA regarding integration of UM/MM programs that would enhance the services and quality of care to TRICARE beneficiaries. Conduct research, review, and analysis on unforeseen, highly complex issues related to health benefits, cost containment, and the organization of program resources. Participate in and advise DHA/USFHP committees and/or working groups in the development of recommendations for regulations, guidelines, and procedures relating to program and business operations in addition to clinical operations for issues such as optimization of the USFHP facilities or innovative improvement programs. Requirements: Bachelor's degree in Nursing . Masters preferred, or other clinically related Health Service degree. Department of Defense Program Management (PM) experience preferred, minimum 2 years within the last 5 years. Experience in the operations and organization of the Department of Defense Military Health System desired Positions are contingent and will begin upon contract award. About CICONIX: CICONIX LLC is a Veteran Owned Small Business specializing in business advisory and technical assistance for military health programs. We value exceptional people, unwavering integrity, inclusive collaboration, and enduring impact. The Defense Health Agency (DHA) Healthcare Operations oversees the delivery of healthcare services to military personnel, their families, and eligible beneficiaries within the U.S. Department of Defense. This division focuses on improving operational efficiency, streamlining processes, and ensuring high-quality care across military treatment facilities, while supporting readiness and compliance with military health regulations. CICONIX, LLC is an Equal Opportunity Employer, including disability/vets. We E-Verify all employees. #LI-AD1

Posted 3 weeks ago

Sakon logo
SakonConcord, MA
The Invoice Management team within the Telecom Expense Management (TEM) department plays a critical role in overseeing the end-to-end processing of telecom invoices to ensure accuracy, compliance, and cost efficiency. This team is responsible for the timely receipt, validation, and approval of invoices, including the accurate assignment of cost center and GL codes for seamless payment processing. They proactively identify and resolve billing discrepancies, manage disputes with vendors, and ensure adherence to contractual terms. In addition, the team conducts detailed invoice data analysis to support telecom cost optimization and delivers insightful reporting to aid financial planning and decision-making. Roles and Responsibilities Ensure internal processes, documentation, and checklists are followed and maintained in a timely manner Take complete ownership of multiple wireline TEM activities including: o Invoice processing o Exception Management o Monthly invoice auditing o AP payment file creation and maintenance o Research and reconciliation of past due balances/payments Interact with vendors to obtain invoice copies, payment information, and resolve billing/payment issues Communicate with clients via email and conference calls regarding invoice and payment processes Manage assigned clients for the end-to-end TEM (invoice management) process—from procurement to payment Collaborate with India-based analysts and US-based teams to address vendor/client inquiries Identify opportunities for process improvement and escalate suggestions to management Take responsibility for generating and maintaining weekly/monthly reports Skill and Experience Experience in Telecom Expense Management is a must Excellent written, verbal, and interpersonal communication skills Ability to work independently as well as in a team environment Self-motivated with strong ownership and accountability Strong leadership, team-building, and problem-solving skills 5–7 years of industry experience in a Telecom Domain; working knowledge of Invoice Processing, Exception handling, Accounts Payable and Reconciliation, Bills Payable Familiarity with telecom service providers and billing platforms across the US, Canada, Europe is a plus Proficiency with Microsoft reporting tools and strong, advanced Excel skills Undergraduate degree preferred

Posted 30+ days ago

M logo
MS Smith BarneyPurchase, New York
Morgan Stanley Wealth Management is seeking a highly motivated individual in the Associate or Assistant Vice President job bands to join the Regulatory Change Management team. This role will provide strategic and operational support to the Head of Regulatory Change Management, enabling effective oversight of regulatory initiatives and efficient management of team priorities. The successful candidate will serve as a trusted partner to leadership, coordinating business management activities, monitoring project execution, and ensuring alignment with regulatory, operational, and business objectives. This position offers a unique opportunity to gain exposure via a small and collegial team environment . The team handles high-impact initiatives, works with senior stakeholders, and strategic decision-making within Wealth Management. This role will have ongoing interaction with senior members from WM Client Segments, WM Platforms, Investment Solutions, Technology, Legal, Risk, and Compliance. Key Responsibilities: Support the Head of Regulatory Change Management in managing day-to-day operations, strategic priorities, and cross-functional initiatives. Track, monitor, and report on the status of regulatory change projects, ensuring timely execution and risk mitigation. Coordinate with stakeholders to assess regulatory impacts and support development of change management strategies. Prepare executive-level materials, including presentations, dashboards, and status updates for senior management and governance forums. Manage leadership meeting agendas, action items, and follow-ups to drive accountability and progress. Support resource planning, budget tracking, and other business management functions. Maintain comprehensive documentation of regulatory changes, ensuring clarity, accuracy, and accessibility. Identify opportunities to enhance processes, reporting, and operational efficiency. Assist with risk assessments and help implement mitigation plans for regulatory initiatives. Foster collaboration and a culture of continuous improvement across the team and stakeholder groups. Qualifications: Bachelor’s degree in Business, Finance, or a related field. Self-starter with a high degree of professionalism, discretion, and attention to detail. Strong desire to learn new skills Minimum 3 years of experience in a mix of project management, product management, business operations or regulatory response management within the financial services industry. Strong understanding of Wealth Management industry required and some familiarity with the relevant regulatory frameworks preferred Proven track record of managing multiple priorities and delivering high-quality outcomes under tight deadlines. Exceptional communication skills, both verbal and written, with the ability to tailor messaging for senior audiences. Strong analytical, problem-solving, and organizational abilities. High proficiency in Microsoft Office Suite, with advanced skills in PowerPoint and Excel. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Expected base pay rates for the role will be between 57,000 and 115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 6 days ago

M logo
MS Smith BarneySan Francisco, California
Job Description POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate longstanding relationships with clients. This self-starter must be able to work across the team and across the firm to respond quickly and accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. DUTIES and RESPONSIBILITIES: Client Support: Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members Assists Financial Advisors / Private Wealth Advisors in the development and delivery of financial and investment strategies that aim to address each client’s specific goals and concerns Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors Prepares performance reports and other data for clients that may involve evaluating account performance, analyzing investment portfolio holdings and generating quarterly investment performance monitors Provides ongoing support in educating clients about specific products and services offered at the firm Develops presentation materials and proposals to assist Financial Advisors in cultivating new business opportunities May participate in or conduct client meetings with or on behalf of the Financial Advisors / Private Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory accounts Assists clients with market and stock research Designs and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part of the overall marketing initiative Conducts quarterly/annual business performance reviews in partnership with the Financial Advisor / Private Wealth Advisor Manages events, webinars and seminars by organizing, marketing and setting up the venue in collaboration with the Financial Advisor / Private Wealth Advisor Business Development & Operational Support: Develops customized presentation materials and manages performance measurements on existing accounts to market and attract new clients Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business plan and marketing strategy that may include targeted events and customized seminars Develops, implements and communicates enhanced service protocols and new procedures, products and portfolio enhancements to existing clients Identifies and implements practice management opportunities by interfacing with various departments across the firm Coordinates enrollment campaigns/meetings for existing clients Assigns work to team’s Client Service Associate as appropriate Cultivates and develops relationships with business partners internally and externally Provides tailored recommendations to the Financial Advisor / Private Wealth Advisor about specific client situations and opportunities to consider Proactively participates in firm initiatives directed by local management EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience 5+ years of work experience in a field relevant to the position required Four-year college degree or professional certification preferred Active SIE, Series 7 and 66 (or 63 and 65) licenses Additional product licenses may be required Bilingual - Fluency in Mandarin Knowledge/Skills Enjoys working with people and problem solving Effective written and verbal communication skills Knowledge of financial industry and investment products preferred Strong understanding of applicable compliance rules, regulations and firm policies Able to work independently and effectively on a team Demonstrates leadership skills Strong computer skills, including knowledge of Microsoft Office (Word, Excel and PowerPoint) Detail-oriented with superior organizational skills and ability to prioritize tasks Ability and interest in working in a fast-paced, evolving environment Reports to: Business Service Manager WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser. Job Posting Pay Range Expected base pay rates for the role will be between $68,000 and $120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Posted 1 week ago

Boeing logo
BoeingEverett, Washington
Senior Project Management Specialist – General Project Management Company: The Boeing Company Boeing Commercial Airplanes (BCA) Avionics is seeking an engaged and motivated Senior Project Management Specialist – General Project Management to join a team of highly skilled team located in Everett, WA . As a Systems Project Manager, you will collaborate with cross-functional teams, including engineers, manufacturing, suppliers, and stakeholders, to develop and implement project plans, identify and mitigate risks, and ensure effective communication throughout the project. The role requires strong leadership and organizational skills. You will be responsible for coordinating resources, managing budgets, and tracking project progress, ensuring that all deliverables are met with the highest quality standards. Your ability to adapt to changing priorities and manage multiple projects simultaneously will be essential in this dynamic and fast-paced environment. Primary responsibilities: Leads, develops, coordinates, integrates, analyzes, and maintains integrated plans and schedules for complex projects, programs and change driven activities in accordance with project management industry. Leads studies/analysis (trend, variance, impact), reports, risk assessments and planning efforts to determine impacts, constraints involving product development, production rates, process improvement, program initiatives. Identifies risk and opportunity potential, develops mitigation planning and refines the business case. Develops and establishes lead time requirements. Facilitates and ensures integration of project/program plan, schedules, change and baseline management, processes, techniques considered to be best practice across the industry. Acts as primary project contact to establish key stakeholder requirements and project objectives. Directs all phases of projects or subsystems of major projects from inception through completion. Coordinates commitments with internal and external stakeholders to fulfill strategies. Basic Qualifications (Required Skills and Experience): 10+ years of related work experience or an equivalent combination of education and experience. 5+ years of experience using excellent verbal and written communication skills to communicate with leaders and colleagues in a multi-skill operations environment. 5+ years of experience managing projects. 5+ years of experience leading workshops and working sessions. 5+ years of experience utilizing automated scheduling tools (i.e. OPP, MS Project, Primavera, or Artemis, etc.). 5+ years of experience in Risk Management. Preferred Qualifications (Desired Skills and Experience): Bachelor’s Degree or higher. Project management certification (PMP, PMI, PMBOK, PMBP, etc). Drug Free Workplace: Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies. Pay & Benefits: At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary Pay Range : $115,600 - $156,400 USD Language Requirements: Not Applicable Education: Not Applicable Relocation: Relocation assistance is not a negotiable benefit for this position. Export Control Requirement: This position must meet export control compliance requirements. To meet export control compliance requirements, a “U.S. Person” as defined by 22 C.F.R. §120.15 is required. “U.S. Person” includes U.S. Citizen, lawful permanent resident, refugee, or asylee. Safety Sensitive: This is not a Safety Sensitive Position. Security Clearance: This position does not require a Security Clearance. Visa Sponsorship: Employer will not sponsor applicants for employment visa status. Contingent Upon Award Program This position is not contingent upon program award Shift: Shift 1 (United States of America) Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. EEO is the law Boeing EEO Policy Request an Accommodation Applicant Privacy Boeing Participates in E – Verify E-Verify (English) E-Verify (Spanish) Right to Work Statement Right to Work (English) Right to Work (Spanish)

Posted 1 day ago

P logo
P3 USA, Inc.Greenville, SC
The unique aspect of our business is the mindset of our employees: curious, adventurous, and innovative. P3 consultants take on early responsibilities with clients in management consulting, diverse technology topics, and scalable IT solutions. Make a project your project. Openness for new, innovative, and unconventional approaches; short decision paths; respectful cooperation; and fruitful synergies make us a diverse, unbeatable team and successful company - worldwide. WHAT YOU WILL DO: You will be responsible for demanding industrialization projects with focus on the following: Supplier relocation, start-up management and production optimization for our customers until handover to the affected OEM plants according to APQP, VDA 6.1 and 6.3; material management readiness, strategic vendor management, supply assurance, and complex end-to-end supply chain expertise. Implement and maintain a cross-functional supply chain/material maintenance strategy between multiple stakeholders. Lead critical delivery situations and take over the task force project management at the interface between suppliers and vendors. Responsible for strategic and operative project work for our international customers. Perform root cause analyses and identify deficits regarding products and manufacturing processes. Propose changes in the supply chain/logistics processes to improve our customer's operational efficiency and reduce costs. Plan workforce utilization, space requirements, workflow, and designs layout of equipment and workspace for maximum efficiency. Manage relationships with suppliers and ensure Automotive Standard Services are maintained. Communicate, present, and interface directly with clients. Grow with us in various industries and help build business by following your desired career path and passion. Support our great team by taking on internal work and coaching others. WHO YOU ARE: You have a master's degree (mechanical, industrial, electrical, or similar field.) with focus on supply chain management. You have 3+ years of experience in the automotive and/or consulting sector. You display advanced knowledge of supply chain principles, manufacturing, and production processes. You burn for logistics, production 4.0, supply chain and operations; you put the pedal to the metal on your job and you love action in everyday life. You can create clear status reports, identify issues, create solutions, and navigate resolutions. You call yourself a pragmatic doer with digital competence and are up for being a brand ambassador for P3. Self-motivated and driven with entrepreneurial spirit. Excellent written and verbal communication skills, well spoken with powerful presentation skills. You are detail oriented, structured and have common sense. You think ‘out of the box' to create solutions when none exist. Analytical and highly competent in Excel, Minitab, and (ideally) Power Bi. With an agile mindset you are not afraid of diving into uncharted waters. Strong conflict resolution skills help you manage, mitigate, and resolve conflicts. Your English skills are solid, German and/or Spanish is a plus. You are willing to travel. You are legally authorized to work in the U.S. GOOD TO KNOW: We offer a competitive salary with bonus potential. You get up to 20 days PTO and 10 paid company holidays. You can get healthcare, life insurance, dental & vision, 401(k) matching. We offer mentorship and onboarding programs and a flat hierarchy. We offer national and international travel opportunities. You have career opportunities in a fast-growing company and work in small, efficient project teams.

Posted 30+ days ago

Boeing logo
BoeingSeattle, Washington
Program Management Spec (Program Management Specialist-General) Company: The Boeing Company Boeing Global Services (BGS) is seeking a Program Management Specialist in Seattle , WA . or Denver , CO . In this role you will support and manage the execution of the CBTA Early Career Flight Training Program. The role will lead the deployment team as well as build a plan to deploy to regulators globally. The selected candidate will develop and maintain relationships with internal / external customers, stakeholders, and peers. Position Responsibilities: Coordinate, schedule, and deploy the CBTA program to flight schools globally both virtually and onsite Manage risks, issues, and opportunities for deployments and escalate to leadership in a timely manner Manage resource and capacity planning Track program performance, metrics, and reporting to leadership Drive continuous improvement in processes and execution Lead webinars on CBTA to flight schools in partnership with the marketing team Support portfolio manager in continuing to shape early career flight strategy with customer and industry input Build strong customer relationships and follow through on all commitments Continue to refine customer presentations to showcase the product value proposition Lead regulatory strategy and manage execution in partnership with internal stakeholders Basic Qualifications (Required Skills/Experience): 5+ years of experience in supporting an integrated program team 5+ years of experience in customer-facing role engaging with internal and/or external customers 5+ years of experience presenting to executive leadership 5+ years of experience working with regulators Ability to travel both domestically and internationally Preferred Qualifications (Desired Skills/Experience): 5+ years of experience with Microsoft Excel, Word, and PowerPoint Experience working with flight schools globally Pilot background Knowledge of flight schools regulations Familiar with CBTA Drug Free Workplace: Boeing is a Drug Free Workplace where post offer applicants and employees are subject to testing for marijuana, cocaine, opioids, amphetamines, PCP, and alcohol when criteria is met as outlined in our policies. Pay & Benefits: At Boeing, we strive to deliver a Total Rewards package that will attract, engage and retain the top talent. Elements of the Total Rewards package include competitive base pay and variable compensation opportunities. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work. The specific programs and options available to any given employee may vary depending on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements. Pay is based upon candidate experience and qualifications, as well as market and business considerations. Summary Pay Range: 141,950 – 192,050 Language Requirements: Not Applicable Education: Not Applicable Relocation: Relocation assistance is not a negotiable benefit for this position. Export Control Requirement: This is not an Export Control position. Safety Sensitive: This is not a Safety Sensitive Position. Security Clearance: This position does not require a Security Clearance. Visa Sponsorship: Employer will not sponsor applicants for employment visa status. Contingent Upon Award Program This position is not contingent upon program award Shift: Shift 1 (United States of America) Stay safe from recruitment fraud! The only way to apply for a position at Boeing is via our Careers website. Learn how to protect yourself from recruitment fraud - Recruitment Fraud Warning Boeing is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law. EEO is the law Boeing EEO Policy Request an Accommodation Applicant Privacy Boeing Participates in E – Verify E-Verify (English) E-Verify (Spanish) Right to Work Statement Right to Work (English) Right to Work (Spanish)

Posted 3 days ago

Pearpop logo
PearpopLos Angeles, California
About Pearpop: Pearpop is redefining how brands harness creators to reach and inspire new audiences. As a full-service creative partner, we combine creative strategy, creator curation, and media amplification to deliver content that moves culture and drives results. With best-in-class creative, unmatched creator access, and a data-driven approach, we craft strategic, insight-driven campaigns backed by full-stack technology and performance media. Whether acting as a standalone creator solution or an extension of your team, Pearpop ensures every campaign is seamless, impactful, and culturally relevant. Working at Pearpop We're bringing together a smart and passionate team of creative builders to join us as we are a growth-stage, high-performance startup. In addition to competitive salaries, we have all the good stuff – equity, generous health and dental insurance, 401(k), and unlimited PTO. This is a hybrid role based in our headquarters in Los Angeles, but could be a remote position if based outside of LA; fully stocked with snacks, beverages, cold brew, and all the good stuff! *Please note, this is not a recruiting or HR position Key Responsibilities Lead creator/talent acquisition strategy, outreach, onboarding, and partner management efforts Establish, manage, analyze, interpret, and translate key quantitative metrics and business trends around talent performance into strategic insights that drive creator/talent account growth Work collaboratively with cross-functional partners to develop, build, and execute campaigns with talent Develop innovative and high-impact partnerships directly with talent, as well as to their respective agencies and management teams Negotiate and execute partnership agreements to maximize high-impact onboarding, optimizing for posting consistency and long-term retention Establish new processes to improve current workflows to drive strategic growth and scale our service to a high volume of talent Focuses on day-to-day talent deal flow and revenue execution. Supports the team in closing deals and optimizing operational workflows. Ensures sales strategies are effectively implemented and team performance is tracked. Works under the Sales Enablement Lead to execute high-impact talent sales strategies. What You Bring to the Table 7+ years of experience in media and/or digital industry, with a focus on digital creator initiatives and partnerships Demonstrated experience in identifying creator categories, personas, and proper fits against initiatives and objectives Rolodex of strong relationships directly with talent, with a demonstrated ability to persuasively influence talent toward partnerships Deep understanding of the creator and influencer UGC landscape with digital media creative and development Strong negotiating and deal-making skills Extensive experience working cross-functionally and with all levels of management, both internally and with external partners Passion, energy, and enthusiasm for social media and internet culture Excellent project management skills, with the ability to balance multiple priorities in a fast-paced environment Compensation $150,000+ base (commensurate with experience) plus uncapped commission Pearpop is an equal opportunity employer. We are committed to creating an inclusive and welcoming environment. All employment is decided on the basis of qualifications, merit, and business need. Pearpop celebrates and embraces diversity.

Posted 5 days ago

Sun Life Financial logo
Sun Life FinancialWellesley Hills, MA
SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference. We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape. Visit our website to learn more and for the most up to date AUM information. SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs. Job Description: Senior Director, Asset Management Compensation- SLC Management What is in it for you: We are seeking a highly analytical and strategic Senior Director, Asset Management Compensation to join our dynamic team. This is a high-visibility role responsible for managing special, enterprise-wide compensation projects across the SLC platform. The ideal candidate will be an expert in financial modeling and data analytics, with a proven ability to translate complex information into compelling, executive-ready presentations for senior leadership and the Board of Directors. Partners across HR functions, with our Sun Life and SLC business partners and external vendors, to develop, implement and administer innovative, business-oriented solutions with measurable outcomes that optimize our financial investment and deliver a modern, compelling, and integrated rewards experience for each employee at moments that matter. Stays current in external trends, including technology and analytics/ measurement advances and industry trends. What you will do: Champions SLC's compensation philosophy and partners across HR and the business to ensure compensation programs are designed and delivered in alignment with business and HR objectives. Manage special enterprise-wide compensation projects across the SLC investment management platform, from conception through implementation. Build strong relationships with HR Business Partners and Business Leaders. Provides consultation and partnership to identify needs and priorities. This may include conducting market research, internal analysis, establishing design principles, building design alternatives, outlining implications through modeling, determining employee and cost impacts, and creating communication and transition plans. Own the preparation and delivery of quarter-end and annual board deliverables, ensuring all materials are accurate, insightful, and professionally presented. Design and create compelling, executive-ready presentations for the CHRO, CEO, and Compensation Committee, clearly articulating findings and strategic recommendations. Develop and maintain sophisticated compensation models using advanced Excel techniques. Conduct deep-dive analytics on compensation trends, market data, and program effectiveness to provide data-driven recommendations. Operational Analytics & Reporting: Delivers analysis and reporting that consistently identifies actionable opportunities to drive incremental efficiency and/or growth for our business partners Influences strategic decision making and initiative prioritization through analysis-based recommendations. Business Intelligence & Data: Takes data from its raw form and makes it actionable through self-service datasets, reports, and visualizations. Shortens the time and effort from data -> insight -> decision Provides support for SLC compensation related deliverables such as the annual compensation cycle, market benchmarking, salary and incentive structure design, compensation recommendations, job evaluation etc. Monitors external developments and trends impacting employee reward programs and proactively identifies strategies and tactics to respond. Works collaboratively with HR and Communications teams to develop and implement effective communication and change management plans to enhance the employee experience and perceived value of our programs. What you will need to succeed: Bachelor's degree and 8 to 10 years of relevant experience required. CCP or CBP designation preferred. Strong knowledge of compensation practices and theory including experience in incentive program design. Solid knowledge and understanding of HR programs and connections. Excellent interpersonal and consulting skills. Proven ability to build effective partnerships within HR and with business leaders in order to effectively collaborate and recommend compensation solutions that solve business problems. Strong communication including the ability to effectively communicate complex concepts in simple terms to various audiences. Strong project management and planning skills, including the ability to lead, plan, organize and resource complex assignments. Advanced Excel skills and spreadsheet analysis. Strong Power Point skills with the ability to build audience-specific presentations. Exceptional analytical, problem solving and financial modeling skills, with an eye for detail and accuracy Knowledge of data visualization tools such as Tableau or Power BI is a plus but not required. Ability to organize and accomplish objectives independently and proactively. Ability to deal with ambiguity and develop a course of action. Mindset Innovative- Passion to challenge the status quo, find new solutions and drive out-of-the-box ideas. Encourages an experimental mindset to drive innovation. Exemplifies Agile Scrum Culture- Believes in a non-hierarchical culture of collaboration, transparency, safety, and trust. Empowers others to fail, learn, and grow. Data-Driven Decision Making- Embraces a culture of using data to inform decisions and strategies, leveraging advanced analytics and visualization tools to extract meaningful insights. Continuous Improvement Orientation- Constantly assessing 'What' work we deliver and 'How' we are delivering the work by asking questions 'Are we working on the right priorities?' 'Do we need to do this work?', 'Could we do this work more effectively (using different processes & tools, in a shorter timeframe, etc.) For US applicants the base salary range is $168.2k - $252.3k USD. For Canadian applicants the base salary range is $123.1 - $172.3 CAD Why SLC Management? Opportunity to work for a growing global institutional asset manager Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading paid family, parental and adoption leave, a partially-paid sabbatical program, medical plans, company paid life and AD&D insurance as well as disability programs and more Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam The opportunity to move along a variety of career paths with amazing networking potential Award winning workplace culture- Great Place to Work Certified in Canada and the U.S., "Best Places to Work in Money Management" by Pension & Investments, "Top 10" employer by the Boston Globe's "Top Places to Work" two years running SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members. Job Category: Human Resources We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits. We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds. We will make reasonable accommodations to known physical or mental limitations. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We do not require or administer lie detector tests as a condition of employment or continued employment. For applicants residing in California, please read our employee California Privacy Policy and Notice.

Posted 3 weeks ago

DSG logo
DSGPlano, TX
Ashley , the #1 Mattress and Furniture retailer in North America, has an immediate opening for a Senior Management Trainee (Sales Manager). The ideal candidate is responsible for the day-to-day operations of the store. NOW OFFERING ON DEMAND PAY OUR COMPANY OFFERS GREAT BENEFITS, INCLUDING: Generous Paid Time Off (PTO) Salary range is $60,000 to $75,000 during training period, based on experience Opportunity for advancement Medical, Dental, Vision, & Retirement Benefits Employee Purchase Discounts of 30% or more Potential Bonus Opportunity Entry into the President's Club for top sales managers, earning an annual all-inclusive getaway KEY JOB RESPONSIBILITIES: Manage all departments in the showroom. Oversee all sales including margins, volume, quotas, and closing ratios, while developing and implementing future goals. Handle all customer related issues escalated above the Guest Experience Manager. Work with the Visual Presentation Manager regarding product placement. Report changes in policy and other information to staff members. Provide exceptional leadership to the sales, guest experience, and visual teams. Coach members of the staff to build individual and team success in a professional manner. Maintain budgeted administrative costs including wages and supplies. Audit the performance of employees and provide additional support or training if needed. Ensure complete and adequate documentation of procedures and tasks completed. Complete various report functions in a timely manner. Hire, train, and coach the sales team. Prepare and administer performance evaluations for assigned staff. Provide timely and effective communications. Attend monthly staff meetings. This location is relocatable, depending on market need Other duties as assigned, essential or otherwise. KNOWLEDGE/SKILLS/ABILITIES: High School diploma (Bachelor Degree in Business preferred). 2-4 years of proven experience in furniture retail management in a commissioned based sales environment. Previous supervisory experience is a must. Intermediate knowledge of Microsoft Office. Ability to learn in-house computer programs. Ability to work flexible hours, including nights and weekends, and travel as needed. Exceptional verbal and written communication skills. Knowledge and experience in team building skills. Ashley is an Equal Opportunity Employer. Ashley does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, national origin, veteran status or any other basis covered by appropriate law.

Posted 30+ days ago

Northern Trust logo
Northern TrustChicago, IL
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role/Department: Global Compensation Consultant, Head of Wealth Management and Asset Management/Global Compensation The Global Compensation Consultant Head of Wealth Management and Asset Management is responsible for leading the design, implementation and execution of compensation programs and policies that support the business unit's strategy. This role serves as a subject matter expert in base, variable compensation, sales plans, job evaluations, market pricing and compensation analytics. The role ensures that all compensation structures support business objectives, are competitive to market, compliant with regulatory standards, and aligned with the firm's total rewards philosophy. This role will work closely with HR Business Partners, Talent Acquisition and senior business leaders as well as their Reward colleagues. The key responsibilities of the role include: Leads the design, implementation, and execution of innovative and competitive compensation strategies for the Wealth Management and Asset Management business, including incentive, sales compensation plans, and market analysis. Partners closely with senior business leadership, HR business partners and other primary stakeholders to align compensation programs with business goals and regulatory requirements. Oversees and supports the annual compensation cycle by utilizing data and analytics to provide insights and recommendations to leadership Monitors and analyzes market trends and competitor practices to recommend adjustments as needed Maintains knowledge and understanding of global remuneration practices via external forums, consultant interaction and peer networks Provides guidance and thought leadership to HR and business leaders on compensation matters including job offers, market competitiveness, and pay for performance Collaborates on compensation communications and training for managers and employees Aligns compensation approaches with business needs and regulatory restrictions, developing creative solutions for talent acquisition and retention. Recommends solutions or alternative actions to resolve compensation-related challenges. Carries out complex initiatives involving multiple disciplines and/or ambiguous issues Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity Skills/Qualifications: 10 or more years of experience in compensation disciplines including financial services Wealth Management and / or Asset Management (WM/AM) Demonstrated proficiency via extensive technical and business knowledge and functional expertise of WM and/or AM sales plans; global sales plans experience is preferred Demonstrated experience in job evaluation, job architecture, market pricing, benchmarking, salary structure design and development, pay for performance, short- and long-term incentive compensation Excellent verbal, written and presentation communication skills. Experience with conducting presentations to clients, peers and/or senior management related to compensation topics Demonstrated ability to consult and influence with all levels of management Past experience demonstrating strong change management and project management skills Ability to solve highly complex problems through quantitative and qualitative analysis in a team-based environment Critical attention to detail - demonstrated ability to consistently deliver at a high level of accuracy Working Model: Hybrid (#LI-Hybrid) We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Salary Range: $137,400 - $240,400 Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Posted 30+ days ago

T logo
Truist BankAtlanta, Georgia
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: A role that is responsible for leading portions of the security configuration management (SCM) control functions as described by industry best practices such as NIST and FFIEC. This will include a subset of the following sub-functions: a) identify in scope assets b) define an industry based set of secure configuration requirements for in scope technologies c) assigned ownership of noncompliance d) enforce remediation efforts e) use reports and metrics to highlight risk e) SCM governance administration and f) cloud.This role is office-centric (4 days in office/onsite) and must reside within the Truist footprint ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Align with security configuration management priorities that define ‘our what’ that may change based on business need Consistently align with Truist Vision, Mission and Values and demonstrate ‘our how’ security configuration management works: Accountability: set expectations, hold teams accountable, check-in and provide feedback Remove ‘SCM Blinders’: take a Truist-wide approach to owning and resolving challenges Strengthen Team: coach-up, performance manage, develop, and reward top performers/visibility Management System: establish and cascade a predictable schedule for team engagement Continuous Improvement: consistently seeking ways to get better Manage a team of 5-10 direct report teammates and contract workers who oversee defined structured process tasks; may have oversight for complex, unstructured processes. Perform hiring, coaching, terminations, disciplinary action, and performance reviews to enable and maintain the strategy. Oversee operational and tactical plans in support of business objectives; develop departmental business cases to solve problems by making technical and financial tradeoffs. Apply a balance of 50% technical and 50% functional knowledge to deliver quality results. Design and implement the security configuration management control strategy on time and within budget: Formal Services Level Agreements (SLAs) Workforce strategy blend of ~30% onshore and ~70% offshore that is comprised of ~30% teammate, ~60% vendor managed service, and ~10% time and material contract workers Improve the user experience and reduce the turnover of critical resources Proactively engage with stakeholders to make them aware and willing to adopt our solutions, which includes managing up, out, and down to avoid surprises and position our solutions to be successful. QUALIFICATIONS Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor’s degree or equivalent 10 years’ technical experience working in the identity and access management control function 10 years’ experience as a 1st line manager 10 yeas’ experience in tactical planning and execution 10 years managing simple and structured work 5 years managing complex and unstructured work 5 years’ experience leading diverse teams, such as teammates, contract workers, onshore, offshore resources, and/or managed services 5 years’ experience and expert-level technical knowledge of product knowledge and processes for specific IAM areas (e.g., Active directory, RACF, Idaptive, CyberArk, PRIVA, Oracle OIM, Persistent Ignite) 5 years’ experience and basic functional knowledge of tools and processes for the broader IAM capability 5 years’ experience and intermediate-level strength in soft skills and interpersonal communications 5 years’ technical experience working for a top 10 US bank 5 years’ experience collaborating with the following functions: a) infrastructure b) application development c) application support d) business unit risk management e) technology risk f) audit and g) external auditors 3 years’ experience collaborating with the following peer functions in corporate cyber security 3 years’ experience managing the remediation of regulatory matters and internal findings 2 years’ experience in strategic planning and applying industry best practices to operations (NIST, FFIEC) Preferred Qualifications: Understand multiple approaches to designing SCM technical solutions Experience in waterfall and agile project management methodologies Experience managing contracts for managed service providers CISSP Certification Familiarity/Experience with cloud-based vulnerability management, detection and response (VMDR) services/platforms/tools (ex. Qualys, Azure, AWS Cloud) This role is office-centric (4 days in office/onsite) and must reside within the Truist footprint General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Posted 5 days ago

MassMutual Financial Group logo
MassMutual Financial GroupBoston, MA
Business Systems Analyst - Investment Management Technology (ETX) (Hybrid, Boston) Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? MassMutual assists millions in achieving financial freedom, providing protection and future planning. We do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual. The Opportunity This position is required to provide subject matter expertise for Market and Credit Risk related applications including Portfolio Asset Liability Management system. Recognized as subject matter expert in business analysis field. Has responsibility for instructing, directing, and checking the work of other Business Analysts. Formulate and define business and/or systems scope and objectives based on both user needs and a thorough understanding of industry requirements. Devise or modify procedures to solve highly complex problems considering limitations, operating time, and form of desired results. Provide analysis of business and user needs, documentation of requirements, and translation into proper business and/or system requirements. Consider the business implications of the application of technology to the current and future business environment. Act as a team leader for complex projects. The Team You will be joining MassMutual's Investment Management Technology team. Our mission is to build reliable automation solutions for the Quant Research and Development business team. You will be part of a team that is technical, highly motivated and excels at working in a fast paced and always evolving environment with agility and resilience. The Impact: The Business Systems Analyst is responsible for the analysis, design, and testing of complex applications and system integration processes supporting MassMutual's Investment Management Unit. This role supports strategic investment initiatives within these areas and ensures recommended solutions are aligned with business and MassMutual IT strategies while adhering to relevant technology standards. This role leverages problem solving and analytical skills to design technical solutions related to data management and system integration challenges and contributes to troubleshooting efforts across multiple functional areas including General Investment Accounts, Separate Investment Accounts, Securities & various technology platforms supporting Investments. This is a critical role in maintaining the cohesion between the business stakeholders and the technology delivery teams. It requires a deep and broad technology background conducive to that found in a "master application developer" but this is not a development position but will participate and guide technology decisions and best practices. It also requires a strong work ethic, the ability to work independently or in collaboration, exceptional communication skills, and knowledge of, or the aptitude to learn the investment management data domain. Perform analysis of business process, procedures, data and rules Experience with data-centric architectures, multi-dimensional time series, and techniques to guarantee robust data integrity Demonstrated ability to identify and understand critical business features that drive value, and translate those into solid technical solutions Excellent written and oral communication skills, ability to effectively and confidently interact with business and technical personnel, at all levels in the organization Proven technical leadership and mentoring skills Strong knowledge of the investment management industry, asset liability management, and risk management across multiple asset classes, public and private, including derivatives Candidates must combine an attention to detail with the ability to see the big picture Demonstrated ability to communicate effectively using verbal and written methods to all levels of an organization Proficient with standard documentation tools (Visio, Excel, Word) Capable of applying knowledge to handle all but the most complex problems independently Drives continuous improvement and efficiencies beyond own scope of responsibility The Minimum Qualifications Bachelor's degree 8+ years of experience with designing and implementing complex solutions 5+ years of investment data experience with an understanding of systems and data management 5+ years of experience with investment management systems (from front office to middle office, to back office) 5+ years of data analysis experience working with large data sets and multiple sources of data The Ideal Qualifications Technical Skills Expert user of excel and proficient with SQL/Oracle query tools Ability to apply technical and business knowledge across multiple business functions Ability to work in close collaboration with project/program managers, architects, developers, and testers to optimize the quality of the developed product Skilled in interacting between internal business partners, internal IT teams, and offshore partners Ability to effectively estimate time to complete design and development tasks Influence design & architecture inclusive of technical (non-functional) requirements Ability to communicate clearly and to simplify complex topics for a wide range of audiences (both written and verbal) Ability to work through complex issues, identify themes, and develop solutions, in time-critical situations. Ability to develop a strong understanding of business processes and functional requirements and skill to be able to translate business requirements into succinct functional / technical specifications, experience writing ETL requirements, and providing close oversight of specifications Ability to quickly learn new technologies and platforms Ability to adhere to project schedules and meet deadlines in the execution of job responsibilities Soft Skills Self-managed and motivated individual with strong leadership skills. Excellent written, oral and presentation skills. Works with minimal oversight and proactively communicates status and risks to project leadership. Ability to work well in a team environment. #LI-RK1 Salary Range: $121,800.00-$159,800.00 At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. Why Join Us. We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual. MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.

Posted 30+ days ago

Morgan Stanley logo

Wealth Management Platforms Portfolio Management Lead - Executive Director

Morgan StanleyPurchase, New York

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Job Description

WM Platforms Portfolio Management LeadCompany Profile:Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.Department Overview:The WM Platforms organization manages platforms and experiences across the Advisor, Workplace and Direct channels, ensuring that our capabilities lead the industry and are delivered and integrated seamlessly. The team partners closely with business and technology groups to lead end-to-end execution of platform enhancements, from initial idea generation through implementation and roll-out.The Portfolio Management & Governance Team sits within WM Platforms and serves as trusted partners to WM platform owners, provides project and program management support and oversight across the platform portfolio and for select initiatives.Job OverviewAs part of the PMG team, this individual will provide program oversight and support across the platform portfolio and for select initiatives across critical WM platforms. This role requires collaboration across multi-disciplinary teams with a key focus on program delivery, risk monitoring, scope management, budgetary tracking and management reporting to enable informed and strategic decision-making for key stakeholders. The successful candidate will work closely with key Business, Risk, Technology and Product management to deliver solutions for our supported businesses and end clients.Principal Responsibilities> Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget> Lead problem solving discussions around key business risks and dependencies (internal/external) and updates to leadership> Partner with Fleet Leadership and Product Owners to conduct current state analysis and set strategy> Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy> Assist in the development of the target operating, service, and support models> Support Engagement & Adoption strategy, and provide support for pilot and business launch> Maintain strong partnerships with teams across the business and technology teams to drive successful execution> Provide transparency to stakeholders into progress towards goals, including leading governance Desired Skills> Organizational Change Leadership: experience leading through transitions and providing thought leadership on opportunities and risk mitigation> People Leadership: manage a team juggling multiple priorities in a matrixed operating environment> Strong written and verbal communications skills, ability to interact at multiple levels of the organization and tailor messages appropriately> Ability to drive cross functional teams, including product management, UX, technology, analytics, marketing, risk, and compliance> Problem solving and consensus-building skills> Strong presentation skills, including ability to create PowerPoint presentations for various levels of management> Knowledge of Agile Methodology and SDLC processes (e.g., Waterfall)> Ability to organize and prioritize work> Strong analytical skills, ability to conduct data analysis in Microsoft Excel and identify data points critical for decision making> Strong organizational skills with a high attention to detail> Independent self-starter who can manage multiple activities to aggressive deadlines> Strong time management skills and ability to drive projects to completion within budget> Eagerness to learn the business and understand technical requirements> Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams> BS/BA degree required> Minimum of 12 years of professional experience in project management, product management or technology> Experience in the financial services industry, Wealth Management, or consulting> Agile training a plus, but not required

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Expected base pay rates for the role will be between $175,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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